As a CERTIFIED FINANCIAL PLANNER™ and financial advisor through LPL Financial, Eric Birch helps individuals and small business owners pursue their financial goals through personalized advice that is tailored to their specific wants and needs. By providing a comprehensive financial plan and personalized customer service, Eric is able to provide advice pertaining to a wide range of topics based on each client’s unique situation. Eric believes having a plan in place allows for clarity when looking at recommendations with clients, as well as a sense of confidence in times of market volatility.
Eric specializes in financial planning, retirement planning, income planning, college planning and insurance. He takes pride in his honest, no-pressure approach as he focuses on helping his clients work toward their long-term financial goals. Additionally, he offers flexibility with his clients, traveling to meet with them where convenient.
Prior to joining ClearView Wealth Management, Eric worked at J.P. Morgan for nine years. In his prior role, Eric was a Private Client Advisor, where he worked with high net worth individuals.
In his spare time, Eric enjoys spending time with his wife Nikki and their three sons, Easton, Emmett and Edison.
Educational Background:
- Bachelor of Arts degree in Economics with a Business Cognate from Michigan State University
- Bachelor of Arts degree in Political Science Pre-Law from Michigan State University
- CERTIFIED FINANCIAL PLANNER™ certification from Northwestern University
- Masters of Science degree in Consumer Sciences with a Concentration in Family Financial Planning and Counseling from University of Alabama
- He holds his FINRA Series 6, 7, 63 and 66 securities registrations with LPL Financial